Regional Vice President – Retirement Mid Markets

Transamerica

. Prospect for new clients within an assigned territory to achieve sales goals .

Posted 10/6/2026full-timeRemote • California • United StatesLead💰 $90,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in sales within the retirement plan industry, leveraging strong interpersonal and public speaking skills to build relationships with clients and financial intermediaries. Proficient in managing a territory and achieving sales goals while navigating the complexities of ERISA regulations.

Highest-signal resume keywords

Sales Experience In Retirement PlansFINRA Series 6 & 63Life & Health LicenseUnderstanding Of ERISAInterpersonal And Presentation Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales AcumenTerritory ManagementClient ProspectingRetirement Plan SalesMarket Development

Soft Skills

Self-MotivatedOrganizational SkillsPublic SpeakingPresentation Skills

Tools & Technologies

State-Of-The-Art Tools

Certifications & Qualifications

FINRA Series 6FINRA Series 63Life & Health License

Industry Keywords

Retirement IndustryERISAFinancial IntermediariesBroker RelationshipsProactive Marketing

About the role

Key responsibilities & impact

Prospect for new clients within an assigned territory to achieve sales goals
Develop a network of advisors, consultants, and other third-party intermediaries focused on the retirement industry
Develop plan sponsor relationships through direct meetings with key contacts
Participate in proactive marketing campaigns
Manage a territory of target prospects
Sell qualified retirement plans to small and mid-sized markets through financial intermediaries including banks, wire houses, regional broker dealers, and employee benefit firms
Travel to meet with prospects, advisors, and key intermediaries in the territory

Requirements

What you’ll need

Three years of sales experience in the retirement plan industry
FINRA Series 6 & 63
Life & Health License
In-depth understanding of the retirement market and ERISA
Self-motivated with sales acumen to organize thoughts and actions to meet sales goals
Outstanding interpersonal, public speaking and presentation skills
Ability to manage resources and thrive in a fast-paced, high-volume environment
Technical skills to use state-of-the-art tools
Existing broker relationships within the assigned territory (preferred)
Extensive travel greater than 50%

Benefits

Comp & perks

Competitive Pay
Bonus for Eligible Employees
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Paid Time Off starting at 160 hours annually for employees in their first year of service
Ten (10) paid holidays per year
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Annual Bonus based on the Company Bonus Plan/Individual Performance and at Company Discretion
May be eligible to earn commissions based on applicable sales incentive plan(s)